Provident Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-993
| Closed | -$17.1K | – | 87 |
|
|
2023
Q2 | $17.1K | Buy |
993
+3
| +0.3% | +$52 | 0.01% | 78 |
|
|
2023
Q1 | $15.8K | Buy |
990
+3
| +0.3% | +$48 | 0.01% | 82 |
|
|
2022
Q4 | $14.7K | Buy |
987
+3
| +0.3% | +$45 | 0.01% | 78 |
|
|
2022
Q3 | $14K | Sell |
984
-396
| -29% | -$5.63K | 0.01% | 81 |
|
|
2022
Q2 | $20K | Buy |
1,380
+405
| +42% | +$5.87K | 0.01% | 80 |
|
|
2022
Q1 | $17K | Buy |
+975
| New | +$17K | 0.01% | 87 |
|